Principia Wealth Advisory, LLC Purchases and Sells in Q1 2025

Principia Wealth Advisory, LLC

  • $104 Billion
  • Q1 2025

Top Buys

Incresed Positions

401 operations
Stock Shares change Price Range Shares Held Trade History
323K
+ 34072.5%
$28.92 - $29.22 $9.35M - $9.45M
324K $9.46B
633K
+ 3003.28%
$3.78 - $5.63 $2.39M - $3.56M
654K $3.35B
17.2K
+ 12.65%
$56.51 - $62.98 $974K - $1.09M
153K $8.91B
11.5K
+ 32.27%
$81.83 - $82.73 $943K - $953K
47.2K $3.9B
5.96K
+ 22.64%
$110.11 - $110.51 $657K - $659K
32.3K $3.56B
262
+ 0.42%
$49.74 - $58.96 $13K - $15.4K
62.9K $3.67B
View all

New Holdings

146 operations
Stock Shares change Price Range Shares Held Trade History
1.31K
New
$271.18 - $303.12 $355K - $396K
1.31K $351M
AMERICAN BEACON GLG NATURAL RESOURCES ETF
4.26K
New
N/A
4.26K $120M
1.86K
New
$50.72 - $50.92 $94.3K - $94.7K
1.86K $94.1M
VANGUARD SHORT-TERM TAX EXEMPT BOND ETF
941
New
N/A
941 $93.7M
36
New
$250.16 - $278.79 $9.01K - $10K
36 $8.86M
4.27K
New
$1.33 - $2.55 $5.68K - $10.9K
4.27K $5.55M
View all

Top Sells

Reduced Positions

198 operations
Stock Shares change Price Range Shares Held Trade History
-33.2K
- 50.62%
$49.83 - $54.53 $1.66M - $1.81M
32.4K $1.57B
-74K
- 47.05%
N/A
83.3K $2.03B
ISHARES BITCOIN TRUST ETF
-5.3K
- 17.74%
N/A
24.6K $1.15B
FIDELITY ETHEREUM FUND ETF
-457
- 3.85%
N/A
11.4K $187M
-21
- 0.81%
$209.68 - $247.1 $4.4K - $5.19K
2.57K $511M
-2.3K
- 33.43%
$36.6 - $39.56 $84.2K - $91K
4.58K $165M
View all

Sold Out

68 operations
Stock Shares change Price Range Shares Held Trade History
-27.6K
Closed
$302.31 - $337.54 $8.34M - $9.31M
0 $0
-138K
Closed
$41.29 - $56.94 $5.72M - $7.88M
0 $0
-1.8K
Closed
$38.48 - $42.16 $69.1K - $75.7K
0 $0
-383
Closed
$99.5 - $110.97 $38.1K - $42.5K
0 $0
-343
Closed
$56.44 - $64.13 $19.4K - $22K
0 $0
-146
Closed
$61.9 - $66.89 $9.04K - $9.77K
0 $0
View all

Options

Calls

3 operations
Stock Shares change Price Range Shares Held Trade History
TESLA INC COM
1K
New
N/A
1K $272M
VANECK GOLD MINERS ETF
5K
New
N/A
5K $225M
ISHARES SILVER TRUST
2.6K
+ 59.09%
N/A
7K $196M
Activity Summary
Buys All Purchases 547 New Holdings 146 Increased Positions 401 Sells All Sells 266 Reductions 198 Sold out 68 Options Calls 3 Puts 0
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